DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from River Capital Advisors, Lc

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Robert Maurice SimonRiver Capital Advisors, Lc independent RIAWaverly Advisors, LLC independent RIARIA to RIANov 21, 2024Aug 6, 2024
Wesley Petersen MartinRiver Capital Advisors, Lc independent RIAWaverly Advisors, LLC independent RIARIA to RIANov 21, 2024Aug 19, 2024
Stephen David KyleRiver Capital Advisors, Lc independent RIAParable Wealth Advisors independent RIARIA to RIAFeb 1, 2024Feb 6, 2024
Bradley Thomas MillerRiver Capital Advisors, Lc independent RIATrustwell Financial Advisors, LLC independent RIARIA to RIAJun 22, 2022Jul 6, 2022
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4 moves match.